See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,194 | $95,266-87.2% | $82,389-85.2% | $142,382-91.4% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 21.17% | 25.74%-4.6pp | 28.67%-7.5pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,303 | $2,991-56.4% | $2,517-48.2% | $4,299-69.7% |
| Participant deferral / active EE | $2,701 | $4,809-43.8% | $4,155-35.0% | $6,507-58.5% |
| Admin fee / account holder | $209 | $8,563-97.6% | $7,231-97.1% | $12,624-98.3% |